See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $14,157 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,490 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,049 | $64,119-45.3% | $112,228-68.8% | $66,914-47.6% |
| Participation rate | 97.5% | 68.5%+29.1pp | 75.1%+22.5pp | 69.8%+27.7pp |
| Annual return | -18.07% | -13.81%-4.3pp | 27.45%-45.5pp | 1.58%-19.6pp |
| Employer contribution / active EE | $3,281 | $3,005+9.2% | $3,635-9.7% | $2,544+29.0% |
| Participant deferral / active EE | $5,293 | $3,693+43.3% | $4,728+11.9% | $4,237+24.9% |
| Admin fee / account holder | $210 | $625-66.3% | $6,410-96.7% | $593-64.5% |